HomeMy WebLinkAbout04-07-11 (2)BUREAU OF INOIYIOUAL TAXES
PO BOX 280601
NIIRRISBURG PA 17128-0601
eEY-354b E% 11FP
PENNSYLVANIA INHERITANCE
INFORMATION NOTICE
AND
%~'"r; ^!'[~4~C~YER RESPONSE
',,:~, ~ ~
Y~. . ,
FILE N0. 21 10-1231
ACN 11103507
DATE 01-19-2011
7?t? ( A~~1 _7
L.r. ~.C'I (~' (~j EST. OF BENJAMIN H SMART
SSN 185-38-6205
CLERK QF DATE OF DEATH 12-11-2010
QRPI-jaN'S CQ(
fR~ COUNTY CUMBERLAND
,
~~~'~' ~(~ ~+~ pp
l•f t" REMIT PAYMENT AND FORMS T0:
HILARY J SMART REGISTER OF WILLS
APT 306 1 COURTHOUSE SpUARE
3300 DANILE LN CARLISLE PA 17013
MONROEVILLE PA 15146-5343
TYPE OF ACCOUNT
SAVINGS
® CHECKING
TRUST
CERTIF.
BELCO COMMUNITY CU provitled the Departwent with the infonation below, which has bean used in calculating the
potential tax due. Records indicate that at the death of the above-pawed decadent. you were a ioint caner/beneficiary of this account.
If you feel the inf orwation is incorrect, please obtain written correction from the financial institution, attach a copy to this forty
and return it to the above address. This account is taxable in accordance with the Inheritance Tax laws of the Cowonwealth of
Pennsylvania. Please call C717) 787-8327 with questions.
COMPLETE PART 1 BELOW ^ SEE REVERSE SIDE FDR FILING AND PAYMENT INSTRUCTIONS
Account No. 179610 Date 07-08-1987 To ensure proper credit to the account, two
ESlablished conies of this notice wust accompam
Account Balance
$
9 1 9
9 8 paywant to the Re0lster of Wills. Make cheek
"
^
. parable to
Register of Wills, Agent
.
Percent Taxable X 16.667
Amount Subject to Tax
~
153
33 NOTE: If tax pavwents are wade within three
'
. months of the decedent
s data of death,
Tax Rate X . 045 deduct a 5 percent discount on the tax due.
Am Inheritance Tax due will bacoae delinquent
Potential Tax DUO ~` 6.90 nine wonths after the date of death.
P
T TAXPAYER RESPONSE
~
1
A. ^ The above inforwatian and tax due is correct.
Rewit paywent to tho Ropister of Wills with two copies of this notice to obtain
C H E C K s discount or avoid interest, or chock box "A- and return this notice to the Register of
Wills and an official assesswent will be issued by the PA Departaent of Revenue.
ONE
BLOCK B. ~ The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ON L Y to be filed by the estate representative.
C. ~ Tha above info a ion is incorrect and/or tlebts and deductions were paid.
Cowplet• PART ~ and/or PART i^ below.
PART If indicating a different tax rate, please state
relationship to decedent:
TAX RETURN - COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS
LINE 1. Data Esta b-l issed 1
2. Account Balance 2 $
3. Percent Taxablo 3 X
4. Amount Subject to Tax 4 ~
5. Debts and Deductions 5
6. Amount Taxable 6
7. Taz Rate 7 X
8. Taz Du• 8 ~
PART DEBTS AND DEDUCTIONS CLAIMED
DATE PAID PAYEE DESCRIPTION
AMOUNT PAID
Under penalties of perjury, I declare that the facts I have reported abov~e/are true, correct /an_d
complete ~~e t of~oWle and belie HOME ~~~ / ) 73 ~--/(~~T /
..~~ /~ ~ WORK (~ 7 ) /a~'7_- ~"'~9~
~ U
~~